Broadcom shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Broadcom
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Quarterly reported holdings in Broadcom by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 8.2k | 329.91 |
| 2025-06-30 | $2.0M | 7.3k | 275.66 |
| 2025-03-31 | $984k | 5.9k | 167.43 |
| 2024-12-31 | $1.4M | 5.9k | 231.84 |
| 2024-09-30 | $431k | 2.5k | 172.50 |
| 2024-06-30 | $400k | 249 | 1605.53 |
| 2024-03-31 | $334k | 252 | 1325.41 |
| 2023-12-31 | $240k | 215 | 1116.25 |
| 2022-06-30 | $69k | 143 | 482.52 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services